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At a glance
- Discipline
- Attorney
- Designations
- CPA
- Firm
- Clement, Fitzpatrick & Kenworthy
- Website
- cfk.com (opens in a new tab)
- Located
- Santa Rosa
Kim Marois
Attorney
Clement, Fitzpatrick & Kenworthy — Santa Rosa
Practice
Estate Planning / Trust Administration
Areas of work
- Administering estates and trusts
- Analyzing proposed transactions for estate and gift tax implications
- Charitable gift planning
- Designing estate plans
- Developing strategies to minimize potential estate and gift taxes
- Drafting estate planning documents
- Preparing estate and gift tax returns
- Preparing fiduciary accountings
- Probating wills and administering estates
At the council
Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.